higher, particularly becauseofsandy, shut-in,buy. how about google? google got crushed after it reported disappointing quarter. the culprit? people switching from desktop to mobile. as google makes less money on mobile advertisers. nevertheless, google has been coming back as the company is still the sultan of search, a business still growing in the high teens. we've seen how quickly facebook was able to adapt to the new mobile advertising environment, once google has seen that rocketship, i see no reason why google should be any different. especially since google owns android, the largest mobile operating system. they need to figure out how to monetize it better. something the company is doing by releasing its own line of smartphones and tablets. the nexus phone is sold out until after christmas. of the growth stocks, i got to admit i like google less than i did before the bad quarter. if you're trying to figure out which of these stocks worries me the most, it's google, because it's become a show-me situation. how about visa and master card? both up decently since i recomme

important jobs report of the century. this is a squirrelly one in part because we havethesandyeffectin there and i think joe's right, there is going to be to an extent a sandy effect in there. i just want to show you first the claims chart. this is the chart we've been putting up every week since hurricane sandy came through and the pattern of sandy jobless claims relative to katrina. if we don't have that chart -- there it is, great. it goes up and now we're in the down. it may pop back. but the trouble is that the big surge there is probably in the week of -- or is going to affect the week of the employment survey. >> the last week. >> and now, guys, if you have the next one back there, i don't know if you have it, you can see there what we show there is we're looking for only 80,000 jobs on friday. 95 in the private sector. that's a big jobs -- it might be hurricane related, but it could also be cliff related. there's these two things just backing up what joe said, folks, we've got enough to worry about without the stuff that we could probably fix and move on, there's enough goin

coming back. amazon is just a winner here particularlyinsandy. iregard google as making a comeback. i think that when you look at what -- apple fears google. google is going to do better going forward. look at facebook by the way. they figured out things. i'm not going to be -- i'm looking at stocks that once we go over the cliff bounce back and if we don't go over the cliff are where a lot of money is going. >> where does ulta, are these tier 2 names? >> ulta is -- david and i joke about this. it's the growth stock -- key to this market. gilliad has been great. same with ulta. you may laugh at ulta. i won't finish my sentence. >> i may. >> this double the store thing is what whole foods says. any time you can double stores, growth guys just love it. >> we're told there's no concern if we go over the fiscal cliff that that will result in some sort of a chill in the housing recovery offer the housing market. this harvard study that bob toll cited, 1.8 to 2.8 million households fewer since 2007 were formed and that's playing catchup. we should have the formation of those households unro